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Home > Retirement Planners > georgia > atlanta > IRA GROUP, INC.
IRA GROUP, INC.
1230 Peachtree Street Ne
Suite 3800
Atlanta, Georgia 30309
Tel: 404-760-3730
About IRA GROUP, INC.
IRA GROUP, INC, formally registered with the SEC as IRA GROUP, INC. The firm was established in 10/02/2009. They have over 1 offices throughout the country.
IRA GROUP, INC. is a Atlanta, Georgia based Financial Planning firm with nearly $13,197,612,044 assets under management, offering retirement planning & investment advisory services to 630 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 126246 |
| SEC# | 801-70558 |
| Assets Managed by Firm | $13,197,612,044 |
| No. of Clients | 630 |
| No. of Advisors | 17 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (PROJECT FLAT FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 630 | $13,197,612,044 |
| Individuals (other than high net worth individuals) | 82 | $31,365,380 |
| High net worth individuals | 92 | $515,789,558 |
| Pension and profit sharing plans | 80 | $11,852,639,353 |
| Charitable organizations | 5 | $47,050,066 |
| Corporations or other businesses | Fewer than 5 clients | $7,248,353 |
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